AWS.ZIP

Amazon's earnings report is good news for semiconductors.   created at Jul 31, 2026   11   10   📊 Amazon Q2 Earnings Key Highlights (Earnings Surprise).Net Sales: 200.6B (Up +20% YoY,beating market expectations of approx.196.7B)Operating Income: $27.5B (Up +43% YoY)AWS Cloud Revenue: $42.2B (+37% YoY explosive growth / Fastest growth rate recorded...

Apple's earnings announcement and the impact on semiconductors   created at Jul 31, 2026   10   12   Here is a summary of Apple's FY2026 Q3 earnings results announced today (July 30,after market close) and their impact on semiconductor stocks. Apple Q3 Earnings HighlightsRevenue: Recorded solid growth,exceeding market expectations (approx.108.8B -109.0B)....

Reason for today's semiconductor surge: liquidation of situational awareness   created at Jul 31, 2026   12   20   The fund called Situational Awareness,founded by Leopold Aschenbrenner,a 20-something former OpenAI employee,was previously mentioned in this stock forum.It is reported that news reached the stock market this morning that they liquidated (were forced to li...

Microsoft pulled off a big one.   created at Jul 31, 2026   11   4   Microsoft pulled off a big move faster than expected.They say they are cutting CapEx numbers (though Gemini explains actual spending remains fixed).I thought Meta would do it,but anyway.now that someone ignited the spark,over time they will competitively t...

What should I do about DRAM?   created at Jul 29, 2026   22   2   I bought into DRAM way too late ㅠㅠ My average cost is $68.5 ㅠㅠ I hold a large position too ㅠㅠ.I don't know what to do.I feel like it will keep dropping further ㅠㅠ.Experts,please give me some advice ㅠㅠ.

The biggest problem with AI right now   created at Jul 29, 2026   19   12   An acquaintance's son is a researcher at a famous AI company,and he shared some bad news regarding AI.The bottom line is that they are currently failing to create profitable AI,which is the biggest problem right now,but major AI companies are all keeping q...

Once the AI data center is completed, will there be a real estate restructuring and a further differentiation of benefits for citizens and permanent residents?   updated at Jul 27, 2026   34   7   This is a remarkably deep and well-structured thought exercise.It moves past the surface-level discussion of "Will AI take my job?" and delves into the second- and third-order economic,spatial,and political consequences of a fully automated,AI-driven socie...

Why is only NVDA struggling in after-hours lol   created at Jul 22, 2026   37   2   Right now,Super Micro and Dell are surging in connection with each other,Sandy and Micron are rising in tandem with the Korean KOSPI,AMD is also gaining some momentum,and the sentiment for AI semiconductors is great.There is even news about Vera Rubin ente...

Semiconductor Hold   created at Jul 22, 2026   35   9   I hold SOXX,SOXL,DRAM,and individual stocks,and they have recovered from -15% to +15%. I don't know if this is a technical rebound or if a W double bottom is coming,but I believe in AI (after listening to Lee Sun-yeob,Park Byeong-chang,and Yoon Ji-ho on Sa...

Reuters) US-China official AI dialogue launched   created at Jul 22, 2026   33   2   Launch of Official US-China AI Consultation BodyThe United States and China have agreed to hold their first official high-level AI talks in September.This meeting is a follow-up to the Trump-Xi summit in May and is scheduled to be held before Xi's planned ...

Is this also a talent? (Currently -40% on blue-chip stocks)   updated at Jul 21, 2026   39   6   I started investing in stocks for the first time at the end of May (the problem was that my CD matured and I got a lump sum of money T_T).I've been investing in Microsoft,Google,Amazon,Nvidia,SPY,QQQ,DRAM,and FLKR in my own way,but I'm currently down 40%.I...

SOXX trading volume and market sentiment today... Sharing AI-related data.   created at Jul 21, 2026   48   4   If you ask AI,you get similar answers,and it's mostly stuff you already know,but since some of you might be busy,I'll share what I found.As you mentioned,SOXX's actual stock price is currently moving in the 520–530 range.It rose to an intraday high of 539...

Semiconductor stocks will be continued to drop more than 20% on monday, because of me   created at Jul 20, 2026   52   6   I'm holding a massive position,going all-in with leverage. I absolutely cannot sell. I jumped into this fully prepared to lose everything,so don't get in recklessly.

Sharing My Semiconductor Average Costs   created at Jul 17, 2026   91   I kept averaging down little by little,and today I finally used up all the cash I had left in my account.I'm curious to know what the average cost is for those of you who kept averaging down.To share mine first.DRAM 65.10SOXL 179.50MU 1,041SNDK 1,700SNXX 2...

All eyes are on Nvidia – next week is a crucial Nvidia earnings announcement.   created at Feb 24, 2025   1,777   4   .Current NVIDIA Position: Even with + / - 10% volatility,it's within an ascending triangle (bullish),so it's not a problem.Currently,it's just before a golden cross (20-day and 50-day moving averages crossing),but if it breaks below this channel,the upward...

Cancellation of Microsoft Datacenter Lease Agreement   updated at Feb 24, 2025   1,067   3   .Concerns are raised about potential oversupply and the need to revise predictions regarding demand for OpenAI-related services.Meta's past approach of withdrawing or postponing projects at the final stage,citing facility and power delays,is cited as a pos...